Getting Help Without Getting Taken

Financial Planners: Suggested Questions to Ask References

Posted on Tuesday, June 21, 2011

When seeking references for a financial planenr its best to find both past and current clients in life situations similar to yours.

Suggested questions to ask include;

• Exactly why they use this advisor and their experiences.
• How often did the adviser communicate with them?
• Has the adviser ever admitted to making a mistake?
• How often do they evaluate their goals with the adviser?
• Has anything about their relationship surprised or disappointed them?
• Has the adviser performed well in bull and bear markets?
• Is the adviser ethical?


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